Purchases and Sales Made in Q1 2025 in Ishares Core Total Usd Bond Ma (IUSB)
This table provides information about the institutional ownership of Ishares Core Total Usd Bond Ma (IUSB) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE TOTAL USD BOND MA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.19K- 0.06% |
$277K - $286K
|
10.9M
$502M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-6.2K- 14.18% |
$277K - $287K
|
37.5K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.25K- 13.6% |
$280K - $289K
|
39.7K
$1.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-6.38K- 12.91% |
$285K - $295K
|
43K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.61K- 11.17% |
$296K - $306K
|
52.6K
$2.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-6.93K- 1.25% |
$310K - $321K
|
546K
$25.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-7.04K- 13.24% |
$315K - $326K
|
46.1K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-7.27K- 13.59% |
$325K - $336K
|
46.3K
$2.13M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.62K- 52.86% |
$341K - $353K
|
6.8K
$313K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.84K- 5.41% |
$351K - $363K
|
137K
$6.32M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-8.07K- 30.18% |
$361K - $373K
|
18.7K
$859K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-9.2K- 28.08% |
$411K - $425K
|
23.5K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.78K- 55.3% |
$437K - $452K
|
7.9K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-9.78K- 52.67% |
$437K - $452K
|
8.79K
$405K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-10.4K- 45.96% |
$467K - $483K
|
12.3K
$565K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.5K- 0.14% |
$470K - $486K
|
7.7M
$355M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-10.9K- 46.18% |
$490K - $506K
|
12.8K
$588K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-11.3K- 11.71% |
$506K - $523K
|
85.3K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-11.5K- 59.0% |
$516K - $534K
|
8.02K
$369K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-11.7K- 2.89% |
$522K - $540K
|
392K
$18.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-11.9K- 30.49% |
$530K - $548K
|
27K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-12.1K- 3.33% |
$541K - $559K
|
351K
$16.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13K- 7.02% |
$580K - $600K
|
172K
$7.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-13.2K- 5.12% |
$592K - $612K
|
245K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-13.6K- 70.29% |
$608K - $628K
|
5.74K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-13.9K- 47.99% |
$623K - $645K
|
15.1K
$696K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-14.2K- 78.26% |
$634K - $655K
|
3.94K
$181K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-15.1K- 51.92% |
$677K - $700K
|
14K
$646K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-15.3K- 2.18% |
$686K - $709K
|
687K
$31.7M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15.7K- 3.18% |
$701K - $725K
|
478K
$22M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-15.8K- 7.31% |
$706K - $730K
|
200K
$9.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-15.8K- 66.95% |
$706K - $730K
|
7.79K
$359K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.9K- 17.2% |
$711K - $735K
|
76.5K
$3.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-15.9K- 56.26% |
$712K - $736K
|
12.4K
$570K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-16.5K- 71.79% |
$736K - $761K
|
6.47K
$298K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-18.1K- 1.83% |
$808K - $835K
|
971K
$44.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20.8K- 23.64% |
$929K - $960K
|
67.1K
$3.09M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-21.7K- 3.13% |
$972K - $1M
|
673K
$31M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-22K- 14.27% |
$985K - $1.02M
|
132K
$6.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-23.7K- 2.64% |
$1.06M - $1.1M
|
874K
$40.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-25.2K- 5.92% |
$1.13M - $1.17M
|
400K
$18.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-25.2K- 6.16% |
$1.13M - $1.17M
|
384K
$17.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-27.4K- 23.53% |
$1.23M - $1.27M
|
89.2K
$4.11M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-27.9K- 23.91% |
$1.25M - $1.29M
|
88.8K
$4.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29.8K- 3.36% |
$1.33M - $1.38M
|
857K
$39.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-31K- 11.65% |
$1.39M - $1.43M
|
235K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-32.1K- 42.72% |
$1.44M - $1.48M
|
43K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-34K- 47.53% |
$1.52M - $1.57M
|
37.6K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-36.7K- 11.96% |
$1.64M - $1.7M
|
270K
$12.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-38.3K- 73.6% |
$1.71M - $1.77M
|
13.7K
$633K
|